Upload Action Columns

‘Upload Action’ columns in each section are used to control how data is processed.

Below are the current Upload Actions that are used in each of the Integrators in the Finance module:

Integrator Currently Available Upload Actions

Payables Invoices Integrator

Create, Create records

Receivables Invoices Integrator

Create, Create records

On-Account Credit Memos Integrator

Create, Create records

Holds and Releases Integrator

Create, Update

Suppliers Integrator

Create, Create records
Update, Update records

Customers Integrator

Create, Create records
Update, Update records

Asset Additions Integrator

Create, Create records

Asset Adjustments Integrator

Update

Asset Assignment Transfers Integrator

Create, Create records

Supplier Payment Details Integrator

Create, Create records
Update, Update records

Supplier Bank Accounts Integrator

Create, Create records
Update, Update records

Receivables Receipts Integrator

Create, Create records
Update, Update records
Apply
Unapply

Future functionality may be added for Cancel and Delete where appropriate.

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Each Integrator has its own set of relevant Upload Actions which can be viewed in the field’s list of values in the data entry form.

The nature of the web service each Integrator calls determines the behavior of each section’s Upload Action. More information on the use of these Upload Action Columns is outlined in each Integrator section below.

More information on how ‘Upload Actions’ can be used, can be found here.